Investing with Purpose

Most people will receive an unexpected sum of money in their life. Today, Paul and Jim give you the confidence you need to be ready for anything by addressing the cornerstone of your financial plan: investing with purpose. Listen along to hear why being wealthy is not only a bad financial plan, but leaves you vulnerable to bad investment products. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.